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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,242 | $102,429+135.5% | $147,096+64.0% | $80,925+198.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 19.90% | 135.02%-115.1pp | 419.75%-399.8pp | 35.65%-15.7pp |
| Employer contribution / active EE | $8,945 | $3,716+140.7% | $4,936+81.2% | $2,756+224.5% |
| Participant deferral / active EE | $12,576 | $6,649+89.2% | $8,071+55.8% | $4,299+192.6% |
| Admin fee / account holder | $3,924 | $7,957-50.7% | $13,005-69.8% | $6,940-43.5% |